Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth
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Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth
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Soros Fund Management adds popular tech names, BlackRock in second quarter | Reuters

Soros Fund Management adds popular tech names, BlackRock in second quarter | Reuters | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Soros Fund Management LLC added Facebook Inc, Apple Inc and Twitter Inc, but trimmed stakes in Alphabet Inc and Amazon.com Inc in the quarter through June, according to a regulatory filing on Tuesday.
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Federal Reserve fines Citigroup $8.6 mln for faulty mortgage document practices - Nasdaq.com

Federal Reserve fines Citigroup $8.6 mln for faulty mortgage document practices - Nasdaq.com | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
WASHINGTON, Aug 10- The U.S. Federal Reserve said on Friday it had fined Citigroup $8.6 million over shoddy mortgage documentation practices at a.
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Fintech sees record deal activity

Report says volume of VC and private equity investment combined with M&A activity in the sector reached unprecedented heights
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Manulife net income up slightly as core earnings grow, offset by charge

Core earnings were up in the firm’s Canada, U.S. and global wealth- and asset-management divisions while earnings slipped in Asia
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FPSC proposes “duty of loyalty” for financial planners

The new requirement would introduce “specific obligations” that would expand financial planners’ obligation to prioritize their clients’ interests
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The Most Googled Financial Questions, by State

The Most Googled Financial Questions, by State | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Here's what Americans really want to know about their money according to an analysis by Liberty Bank.
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[Infographic] Surfing the Wealth Management M&A Wave

[Infographic] Surfing the Wealth Management M&A Wave | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
What advisors need to know in order to come out on top
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Bill Gross' boss says bond manager 'has been wrong and wrong badly'

Bill Gross' boss says bond manager 'has been wrong and wrong badly' | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
But Janus Henderson CEO Richard Weil also tells CNBC that Gross is "still one of the greatest investors of our lifetime. So, he's just got to work it through."
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Financial advisors help childless adults find assisted living facilities

Financial advisors help childless adults find assisted living facilities | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Planners can help empower clients facing a transition that can feel "lonely and daunting."
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Advisors Increasingly Expected to Play a Role in Clients' Healthcare

Advisors Increasingly Expected to Play a Role in Clients' Healthcare | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Wealth managers believe that health insurance is the single biggest healthcare-related issue currently facing their clients.
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Robos Take Volatility In Stride

Robos Take Volatility In Stride | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
From saving spare change to the top spot on the quarterly robo leaderboard, Acorns is starting to look a little more like a mighty oak.
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Wells Fargo Admits Hundreds of Customers Lost Homes Due to Software Glitch

Wells Fargo Admits Hundreds of Customers Lost Homes Due to Software Glitch | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The bank has set aside $8 million to compensate 625 customers.
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Vanguard vs. Fidelity’s Zero funds on fees, expense ratios and tax efficiency

Vanguard vs. Fidelity’s Zero funds on fees, expense ratios and tax efficiency | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.
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Einhorn's Greenlight Capital slashes stakes in Apple, Twitter and Micron

Einhorn's Greenlight Capital slashes stakes in Apple, Twitter and Micron | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
David Einhorn's Greenlight Capital sold down several positions in technology companies during the June quarter, according to a SEC filing.
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Canaccord delivering on plans to grow advisor roster

The firm has added 13 advisory teams from a year ago while the average book size per advisory team has risen by more than 80% in two years
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Power Financial reports record Q2 earnings on strong subsidiaries performance

Strong performances from GWL, Putnam Investments and IGM Financial resulted in net earnings of $658 million in Q2
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Sun Life’s earnings up by about 6% in Q2

The company’s Q2 reported earnings of $729 million beat analysts’ expectations of $705.8 million
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Manulife, Sun Life profits rise but caution looms

Sun Life is concerned about “cautious” investors while Manulife moves forward on aggressive cost-cutting initiative
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VP Bank: Investing in Digital Solutions for.. | superyachts.com

VP Bank: Investing in Digital Solutions for.. | superyachts.com | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The modus operandi of any business or organisation is to make life easier for its clients – and nowhere is this truer than in the world of banking.
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Ultra-High Net Worth Need Advisors Who Know How Investments And Taxes Interact

Ultra-High Net Worth Need Advisors Who Know How Investments And Taxes Interact | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
To successfully advise ultra-high-net-worth individuals and families, it's essential to understand how taxes and investments interact.
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Wealth Advisory for the Truly Wealthy

Wealth Advisory for the Truly Wealthy | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Countless families pay advisors a great deal for their investing “prowess,” and in return receive uncertain results at best. Estate Planning is more important.
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How Depression Affects Life Insurance Applications

How Depression Affects Life Insurance Applications | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Canadian Living reports that 10% of the population suffer from depression at any given time.
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Advisors Grow AUM, But See Margins Shrink

Advisors Grow AUM, But See Margins Shrink | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
For every dollar of AUM, 71 basis points in revenue were generated, down from a recent peak of 78 bps.
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HSBC reports second quarter, half year interim financial results

HSBC reports second quarter, half year interim financial results | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
HSBC, Europe's largest bank, said profit before tax went up by 4.58 percent year-over-year to $10.712 billion in the first-half of 2018.
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